AI Integration
Create invoices from your AI assistant
Connect Claude, ChatGPT, Cursor, or any MCP client to create, send, and track invoices using natural language. 27 tools, draft-first workflow, no subscription.
Pick your assistant
Use Billstride from the assistant you already talk to. Any other MCP client works too, with one URL.
See it in a conversation
A sample conversation. The company, the clients and the amounts are made up.
Your assistant
Billstride
Step 1 of 9
Conversation transcript
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Get started in minutes
- 1
Open Billstride in Claude's connector directory
- 2
Hit Connect
- 3
Sign in to Billstride and approve access
texthttps://claude.ai/directory/billstride27 tools for the full invoice lifecycle
From drafting to delivery tracking. More tools than any other invoicing MCP integration, with built-in analytics no competitor offers.
create_invoice
Create a new draft invoice with line items, tax rates, and currency
update_invoice
Update any field on an existing draft invoice
delete_invoice
Permanently delete a draft invoice
duplicate_invoice
Create a draft copy of an existing invoice, dated today
create_invoice_from_previous
Create a new invoice pre-filled from a previous one for the same client
get_invoice
read-onlyRetrieve full details of a specific invoice by ID
get_invoice_pdf
read-onlyGet a download link for an invoice as a PDF, ZUGFeRD PDF or XRechnung XML
get_invoice_preview
read-onlyLet your assistant read a page of an invoice as an image
list_invoices
read-onlyList all invoices with optional filters for status, client, and date range
suggest_invoice_number
read-onlySuggest the next invoice number based on existing patterns
How it works
- 1
Create a Draft
Ask your AI assistant to create an invoice. Drafts are free and include a DRAFT watermark on the PDF.
Create an invoice for Acme Corp. 10 hours of consulting at €120/hour, 19% VAT
- 2
Review & Finalize
Review the draft in Billstride or ask the AI to make changes. When ready, finalize the invoice. This charges $0.30 and removes the watermark.
Change the due date to net 30 and add a 5% early payment discount
- 3
Send & Track
Send the invoice by email directly from your AI assistant. Track delivery status, opens, and bounces.
Send the invoice to [email protected] with a friendly reminder message
Authentication
OAuth 2.1 is the recommended authentication method. MCP clients that support OAuth will automatically discover the authorization endpoints and prompt you to sign in.
- Auto-discovery via
.well-known/oauth-authorization-server - PKCE (Proof Key for Code Exchange) for security
- One-time browser sign-in. Tokens last 30 days.
- Automatic token refresh
http// Discovery endpoint
GET https://billstride.com/api/mcp/.well-known/oauth-authorization-server
// The MCP client handles the full OAuth flow automatically.
// You just need to approve access in your browser once.Rate limits: 60 requests per minute per user. If you exceed the limit, requests return HTTP 429 with a Retry-After header.
Frequently asked questions
- What is MCP?
- MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude connect to external tools and services. It enables your AI to take actions, like creating invoices, on your behalf, with your explicit permission.
- Which AI clients are supported?
- Any MCP-compatible client works with Billstride. This includes Claude, ChatGPT, Cursor, Windsurf, and other tools that support the MCP standard. New clients are adopting MCP regularly.
- Does using MCP cost extra?
- No. The MCP integration is free. You only pay the standard $0.30 per finalized invoice. Same price as using the web app. Drafts are always free.
- Is my data safe?
- Yes. All connections use OAuth 2.1 with PKCE for secure authentication. Your data is encrypted in transit and at rest. The AI assistant only has access to your Billstride account data, and you can revoke access at any time.
- Can I manage the full invoice lifecycle from AI?
- Absolutely. You can create, edit, duplicate, finalize, send, and track invoices entirely from your AI assistant. You can also check analytics, manage clients, and update your business settings.
- What happens if I exceed the rate limit?
- If you exceed 60 requests per minute, the API returns HTTP 429 (Too Many Requests) with a Retry-After header. Most AI clients handle this automatically by waiting and retrying.